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999 hedge funds and large institutions have $34.2B invested in Exelon in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 406 increasing their positions, 315 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $303M | Put options by funds: $98.6M

29% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 315

22% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 72

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.12% more ownership

Funds ownership: 81.99%82.12% (+0.12%)

1% less funds holding

Funds holding: 1,005999 (-6)

3% less capital invested

Capital invested by funds: $35.1B → $34.2B (-$896M)

Holders
999
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
15.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
88
Increased
406
Reduced
315
Closed
72
Calls
$303M
Puts
$98.6M
Net Calls
+$204M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
776
Hazlett, Burt & Watson
West Virginia
$119K +$709 +17 +0.6%
HFM
777
Harvest Fund Management
China
$118K -$126K -3,029 -52%
AA
778
Alta Advisers
United Kingdom
$117K
TCWA
779
Ten Capital Wealth Advisors
Washington
$116K
ATC
780
Adirondack Trust Company
New York
$115K +$6.88K +165 +6%
MA
781
MCF Advisors
Kentucky
$111K +$17.3K +416 +19%
JFA
782
JNBA Financial Advisors
Minnesota
$111K
EDRH
783
Edmond de Rothschild Holding
Switzerland
$106K +$11.5K +276 +12%
CIA
784
Cape Investment Advisory
Georgia
$103K +$102K +2,455 New
FWM
785
Focused Wealth Management
New York
$102K +$250 +6 +0.2%
DMBA
786
Deseret Mutual Benefit Administrators
Utah
$98.5K
CSPIA
787
Cary Street Partners Investment Advisory
Virginia
$97.1K +$13K +313 +16%
MPWT
788
MassMutual Private Wealth & Trust
Connecticut
$93.4K +$52.9K +1,270 +132%
WTC
789
WhitTier Trust Company
Nevada
$93.2K -$3.21K -77 -3%
NF
790
Norwood Financial
Pennsylvania
$92.6K
DAM
791
Delta Asset Management
Tennessee
$90.9K
CFO
792
CVA Family Office
Colorado
$88.9K +$35.9K +862 +68%
TCOV
793
Trust Company of Vermont
Vermont
$87.3K +$11.9K +285 +16%
SSB
794
Sandy Spring Bank
Maryland
$85.1K -$41.7K -1,001 -33%
SWA
795
SOA Wealth Advisors
New York
$84.6K -$20.2K -484 -19%
IFAM
796
Institutional & Family Asset Management
Colorado
$79.9K +$3.13K +75 +4%
SC
797
SouthState Corp
Florida
$79.8K
FPB
798
First PREMIER Bank
South Dakota
$79K
HPC
799
HM Payson & Co
Maine
$78.8K
CNBTD
800
Citizens National Bank Trust Department
Mississippi
$77.5K

EXC Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2023, worth a combined $34.2B — down 2.6% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EXC positions and 72 closed out — a net gain of 16 holders — while 406 added to existing stakes and 315 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $430M. The largest seller was GQG Partners, cutting an estimated $674M.

  • 999 institutional investors held Exelon (EXC) as of Q1 2023, down from 1,005 in Q4 2022.
  • Funds reported $34.2B of Exelon stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 88 funds opened new Exelon positions in Q1 2023 and 72 closed out, a net change of +16 holders.
  • The largest Exelon buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $430M added.
  • The largest Exelon seller in Q1 2023 was GQG Partners, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2023.